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Medicare 2019 – Key Enrollment Dates and Important Changes

The leaves are changing colors and a cool breeze is in the air, which means many retirees are securing their winter travel plans. However, before jumping on the plane to escape the cold winter months that lie ahead, it is also time for Medicare participants to decide if changes should be made to their health […]

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Wealth Watch

Zero Commission Revolution

Sending shockwaves across the investment world, Charles Schwab announced zero commissions for stock and exchange-traded fund (ETF) trading effective October 7 (mutual funds will still have a small cost to buy and sell). Rival brokers, TD Ameritrade, E*TRADE, and later, Fidelity, followed suit. The move to zero commission trading is aimed at both keeping clients […]

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Blog

Updating an Estate Plan – Organizing Your Thoughts

Preparing an estate plan can be an intimidating process, since final instructions for a family’s assets are memorialized.  Upon death, those instructions are fixed – forever.  Estate plans should be reviewed frequently as family circumstances change – children mature into adults and in-laws are introduced into a family.  When children are very young, parents focus […]

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Blog

Year-End Tax Planning – Strategies to Save

The Tax Cuts and Jobs Act of 2017 (TCJA) put into place new tax legislation for Americans, officially taking effect for the 2018 tax year.  The full effect of the changes was not felt by most individuals and families until they filed their returns in April of this year. If proactively planned for, below are […]

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News

Barron’s lists BDF in Top 50 RIA Firms

BDF is pleased to announce that it has earned a spot on Barron’s 2019 Top 50 Registered Investment Advisor Firms. BDF is honored to have been named to this selective list that ranks the most elite registered investment advisor firms (RIA firms) in the U.S. View all Top 50 RIA Firms here.

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Blog

Working Wealthy – Accumulation to Consumption

We get the opportunity to work with BDF clients in all stages of their personal financial planning. Those stages include building wealth, accumulating wealth and eventually consuming that wealth. That last stage is probably the most interesting as it appears to be the most difficult from a behavioral level. That’s right—spending one’s retirement savings is […]

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News

Forbes names Anthony Dinverno and Neil Teubel Best-In-State Next-Gen Advisors

Anthony Dinverno, CFP® , and Neil Teubel, CFP®, wealth managers at BDF, have been named by Forbes as Next-Gen Best-In-State Wealth Advisors; a recognition given to those millennial advisors who are shaping the future of their industry. Anthony and Neil were named as Best-In-State Next-Gen Advisors by Forbes for the 3rd year in a row.

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Blog

Yours, Mine, Ours – Financial Considerations for Blended Families

When I decided to get remarried, it was an exciting time for me and my (now) husband. What we quickly found, however, was that decisions we had made prior to our previous marriages, such as where we would live, financial decisions and now, disciplining and raising kids from our previous marriages, were not as straightforward […]

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Blog

What’s the Big Deal with Interest Rates? 3 Ways You Will Feel Changes

Markets go up. Markets go down. We’ve seen interest rates increase and we’ve seen interest rates decrease. Let’s assume you are not a big purchaser of Treasury Bonds – why would interest rates matter to you? The on-going saga of interest rates around the world continues to lead headlines across news outlets. With buzz words, […]

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News

Financial Advisor Magazine named BDF to its list of 2019 Top RIAs

BDF is recognized in Financial Advisor Magazine’s 2019 annual RIA ranking. You can view the full RIA ranking here.

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Blog

Child’s UTMA is Ending – What Protection Exists?

Uniform Transfers to Minors Act, or UTMA, accounts are a popular way to hold investments and bank accounts for minors.  Such accounts are owned by the minor but controlled by a designated adult custodian.  The minor becomes the outright owner of the account assets when he or she reaches the age of majority specified in […]

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Wealth Watch

Market Volatility Returns

Volatility returned with a vengeance this past week, interrupting what has otherwise been an impressive first seven months of the year for global stocks. Worldwide markets have fallen 5% since the beginning of August as investors sold out of equities and moved into the safety of bonds. What is causing this volatility? Will it impact […]

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